Robert Gorman Email & Phone Number
Founding Partner and Wealth Management Advisor @ Apollon Wealth Management, LLC
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Robert Gorman Location
- Charleston, SC, US
Robert Gorman Work
- 2018 -now Founding Partner and Wealth Management Advisor @
- 2005 -2018 Wealth Management Advisor @ Gorman Financial Group
- 2002 -2003 Accounting Analyst @
- 2001 -2002 Intern @
Robert Gorman Education
- The American College of Financial Services
Master of Science (M.S.) (Financial Services)
2012-2015 - Wake Forest University
Bachelor of Science (B.S.) (Management Information Systems)
1998-2002
Robert Gorman Skills
- Investments
- Wealth Management
- Finance
- Financial Planning
- Business Planning
- Wealth Management Services
- Retirement Planning
- Series 7
- Estate Planning
- Fixed Annuities
- Financial Services
- Risk Management
- Life Insurance
- Business Development
- Certified Financial Planner
- ChFC
- CLU
- Consulting
- Disability Insurance
- Education Funding
- Employee Benefits
- Executive Benefit Strategies
- Group Benefit Plans
- Group Insurance
- Health Insurance
- Cash Management
- Investment Management
- Investment Strategies
- Bonds
- Long Term Business Planning
- Asset Protection
- Long Term Care Insurance
- Money Market Accounts
- Money Market Funds
- Mutual Funds
- Problem Solving
- Retirement Benefits
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Savings
- Stock Management
- Stock Market
- Stocks
- Strategic Consulting
- Succession Planning
- Term Life Insurance
- Treasury Services
- Trust Services
- Variable Annuities
- Wealth Preservation Planning
- Services
- PowerPoint
- Strategy
- Microsoft Excel
- Public Speaking
- Leadership
- Resources
- Marketing
Robert Gorman Summary
- Robert Gorman, based in Charleston, SC, US, is currently a Founding Partner and Wealth Management Advisor at Apollon Wealth Management, LLC. Robert Gorman brings experience from previous roles at Gorman Financial Group, Blackbaud and Merrill Lynch. Robert Gorman holds a 2012 - 2015 Master of Science (M.S.) in Financial Services @ The American College of Financial Services. With a robust skill set that includes Investments, Wealth Management, Finance, Financial Planning, Business Planning and more. Robert Gorman has 4 emails and 1 mobile phone numbers on RocketReach.
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Robert Gorman
Founding Partner and Wealth Management Advisor
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